Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Integrations

← Feedback for JobNimbus

Who should JobNimbus integrate with?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

5 results found

  1. Missing Payment amount and type fields available on api and/or email templates

    I'd like to automate based on the amount and type for example:

    Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
    JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.

    Can we get the following field available in either an email template, Zapier, or in the API?:

    Amount (Amount of the purchase)
    Method/Payment Type(Card, Bank, Cash, ect.)
    Merchant (JobNimbusPayments, WePay, Global Payments)
    RelatedRecordID/JNID
    RelatedRecondNumber/ContactNumber/JobNumber
    RelatedInvoiceID

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  Payment Platforms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Ability to Edit JobNimbus Payments Reference Number

    "We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Payment Platforms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled

    Ability to exclude line items from surcharge fee when fee is built into the margin

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Payment Platforms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Send Payment Receipt

    Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  Payment Platforms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Access Profile Setting for Payments

    In access profiles, have the ability to only give certain users access to edit or view payments.

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
  • Don't see your idea?

Integrations

Categories

Feedback and Knowledge Base

(thinking…)